Good Morning: This is a daily review of the stocks in your portfolio, updated on Friday, July 18, 2025 at 11:19 AM (UTC). The data is lagged by ~1 day.
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | -0.1006723 | -0.1463379 | 8993.277 | 1 |
| Buy_Hold | -0.0746387 | -0.1092291 | 9245.059 | 1 |
##### AAPL Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0279145 | 0.0419080 | 10279.14 | 2 |
| Buy_Hold | 0.0754156 | 0.1145106 | 10675.19 | 1 |
##### AMZN Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.3870003 | 0.6287476 | 13870.00 | 4 |
| Buy_Hold | 0.5229431 | 0.8724234 | 15285.87 | 1 |
##### BA Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.2434721 | 0.3839299 | 12434.72 | 3 |
| Buy_Hold | 0.2453551 | 0.3870561 | 12204.77 | 1 |
##### BABA Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.3894378 | 0.6330177 | 13894.38 | 4 |
| Buy_Hold | 0.3494540 | 0.5634423 | 13337.54 | 1 |
##### BYDDY Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1653884 | 0.2563657 | 11653.88 | 5 |
| Buy_Hold | 0.0107120 | 0.0160149 | 10436.65 | 1 |
##### COST Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## [1] NA
## [1] NA
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.00000 | 0.00000 | 10000 | 0 |
| Buy_Hold | 2.30525 | 54.52986 | 33900 | 1 |
##### CRWV Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1543478 | 0.2386590 | 11543.48 | 2 |
| Buy_Hold | 0.3546165 | 0.5723694 | 13149.02 | 1 |
##### EL Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | -0.0693186 | -0.1015819 | 9306.814 | 1 |
| Buy_Hold | -0.0773710 | -0.1131482 | 9478.633 | 1 |
##### ELF Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.2834225 | 0.4507501 | 12834.23 | 2 |
| Buy_Hold | 0.3189189 | 0.5109849 | 13631.29 | 1 |
##### GELYF Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0000000 | 0.0000000 | 10000.00 | 0 |
| Buy_Hold | 0.2404823 | 0.3789711 | 12349.54 | 1 |
##### GLD Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | -0.0312401 | -0.0462236 | 9687.599 | 1 |
| Buy_Hold | 0.0293243 | 0.0440396 | 10162.193 | 1 |
##### GOOGL Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1152636 | 0.1766460 | 11152.64 | 2 |
| Buy_Hold | 0.2233100 | 0.3506034 | 12112.48 | 1 |
##### JPM Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0474003 | 0.0714960 | 10474.00 | 2 |
| Buy_Hold | 0.2110096 | 0.3304035 | 12030.94 | 1 |
##### MSFT Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.8103621 | 1.423038 | 18103.62 | 4 |
| Buy_Hold | 1.6952810 | 3.386157 | 25591.04 | 1 |
##### NBIS Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0413862 | 0.0623347 | 10413.86 | 2 |
| Buy_Hold | 1.0958904 | 2.0143972 | 21622.39 | 1 |
##### NET Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0935063 | 0.1425819 | 10935.06 | 2 |
| Buy_Hold | 0.1718485 | 0.2667646 | 11628.69 | 1 |
##### NVDA Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1034156 | 0.1580554 | 11034.156 | 2 |
| Buy_Hold | -0.0199965 | -0.0296703 | 9922.535 | 1 |
##### O Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0580855 | 0.0878362 | 10580.85 | 4 |
| Buy_Hold | 0.0926984 | 0.1413235 | 10950.41 | 1 |
##### QQQ Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0579287 | 0.0875958 | 10579.29 | 4 |
| Buy_Hold | 0.0927606 | 0.1414204 | 10950.37 | 1 |
##### QQQM Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | -0.0184449 | -0.0273786 | 9815.551 | 1 |
| Buy_Hold | -0.0667125 | -0.0978281 | 9355.394 | 1 |
##### SCHD Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | -0.4142773 | -0.5495984 | 5857.227 | 1 |
| Buy_Hold | -0.3335553 | -0.4539776 | 6542.484 | 1 |
##### TCMD Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.2553029 | 0.4036096 | 12553.03 | 1 |
| Buy_Hold | 0.2206760 | 0.3462694 | 12045.71 | 1 |
##### TSM Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1099106 | 0.1682346 | 11099.11 | 3 |
| Buy_Hold | 0.1362263 | 0.2097761 | 11398.55 | 1 |
##### V Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0651552 | 0.0986922 | 10651.55 | 2 |
| Buy_Hold | 0.0174260 | 0.0260952 | 10174.26 | 1 |
##### VDADX Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0974436 | 0.1487219 | 10974.436 | 4 |
| Buy_Hold | -0.0734365 | -0.1075029 | 9320.306 | 1 |
##### VDE Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1093384 | 0.1673366 | 11093.38 | 4 |
| Buy_Hold | 0.0495136 | 0.0747211 | 10531.14 | 1 |
##### VOO Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0564442 | 0.0853209 | 10564.44 | 4 |
| Buy_Hold | 0.0980200 | 0.1496216 | 11022.88 | 1 |
##### VUG Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0363874 | 0.0547400 | 10363.87 | 2 |
| Buy_Hold | 0.0190189 | 0.0284916 | 10234.22 | 1 |
##### VYM Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))